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Overview

This guide explains how to edit an existing Custom Cohort to update its targeting rules, name, or other settings.
Prerequisites:
  • Access to the Permutive Dashboard with cohort editing permissions
  • An existing Custom Cohort to modify

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Steps

1

Locate the cohort

Navigate to Custom Cohorts and locate the cohort you want to edit. Use the search or filter options to find it quickly.
2

Open in Cohort Builder

Click on the cohort name to open it in the Cohort Builder.
3

Make changes

Make your desired changes to the cohort rules, name, description, or tags.
4

Verify audience size

Click Calculate to verify the new audience size reflects your intended changes.
5

Save changes

Click Save to deploy the updated cohort.
Changes to cohort rules take effect immediately. Users will be added or removed from the cohort in real-time as they meet or no longer meet the updated criteria.

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Next Steps

Delete a Cohort

Remove cohorts you no longer need

Back to Custom Cohorts

Return to product overview